Venturi Wealth Management’s Principal Financial Group PFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-376
| Closed | -$29.1K | – | 1473 |
|
|
2024
Q4 | $29.1K | Sell |
376
-850
| -69% | -$65.8K | ﹤0.01% | 1173 |
|
|
2024
Q3 | $105K | Buy |
1,226
+237
| +24% | +$20.4K | 0.01% | 549 |
|
|
2024
Q2 | $77.6K | Buy |
989
+319
| +48% | +$25K | ﹤0.01% | 554 |
|
|
2024
Q1 | $57.8K | Buy |
670
+55
| +9% | +$4.75K | ﹤0.01% | 481 |
|
|
2023
Q4 | $48.4K | Buy |
615
+90
| +17% | +$7.08K | ﹤0.01% | 491 |
|
|
2023
Q3 | $37.8K | Buy |
525
+85
| +19% | +$6.13K | ﹤0.01% | 515 |
|
|
2023
Q2 | $33.4K | Buy |
440
+4
| +0.9% | +$303 | ﹤0.01% | 472 |
|
|
2023
Q1 | $32.4K | Buy |
+436
| New | +$32.4K | ﹤0.01% | 525 |
|